Personal Banker I - Interactive Branch

Suffolk Credit Union•Islandia, NY

13h

About The Position

Suffolk Credit Union is seeking a Personal Banker I to serve members through Interactive Teller Machines (ITMs), secure messages, and ticklers, as well as support the Contact Center’s digital banking efforts. The role provides courteous, professional service, addresses members’ financial needs, and helps them work toward their goals. The Personal Banker I supports regulatory compliance, identifies referral opportunities across banking channels, and contributes to the Credit Union’s growth and success. The position also provides digital and online banking assistance, supports member onboarding, processes transactions and account maintenance, and helps the Contact Center with inbound calls during high-volume periods. Participation in community events, Call Nights, and business development activities is part of supporting Credit Union growth.

Requirements

High school diploma or equivalency certification.
One year of customer service or teller experience; financial services experience is preferred.
Strong interpersonal skills, including empathy and the ability to build rapport.
Ability to communicate clearly and articulately, orally and in writing.
Demonstrated customer service and communication skills.
Ability to use tact and responsibility when handling confidential information.
Ability to work under direct supervision of daily activities.
Ability to achieve individual goals and support team branch goals.
Intermediate mathematical skills.
Knowledge of credit union loan policies and applicable regulations, including Truth in Lending, HMDA, Equal Credit Opportunity Act, Fair Credit Reporting Act, Uniform Commercial Code, HUD, RESPA, Fair Housing Act, Fair Debt Collection Practices Act, lending-related laws, and other NCUA regulations.
Knowledge of credit union products, services, policies, regulations, and procedures.

Nice To Haves

Customer service or teller experience in financial services.

Responsibilities

Provide service to current and prospective members, answer inquiries, and resolve issues promptly.
Explain Credit Union products and services and identify opportunities for cross-selling and member acquisition.
Process deposits, withdrawals, check verifications, and other transactions accurately and efficiently while maintaining confidentiality.
Maintain accounts, including updating personal information, signers, and beneficiaries, and processing stop-payment requests.
Assist with debit and ATM card servicing, wire transfers, and checkbook orders.
Support member onboarding and provide a smooth, positive experience.
Help members access digital and online banking services.
Assist the Contact Center with inbound calls during high-volume periods.
Participate in community events, Call Nights, and business development efforts.
Comply with applicable regulations and Credit Union policies and procedures.